Agent Zero
53 lines
1.7 KiB
Python
53 lines
1.7 KiB
Python
"""Pre-built Report-Agent.
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Generates reports from CRM data using search and API tools.
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"""
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from __future__ import annotations
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import uuid
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from app.plugins.builtins.automation.models import AgentDefinition
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REPORT_SYSTEM_PROMPT = """You are a Report Agent for a CRM system.
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Your task is to generate reports from CRM data.
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You can:
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1. Search for contacts, companies, and activities using hybrid search
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2. Call CRM API for structured data (contacts, companies, tasks, calendar)
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3. Aggregate and summarize data into reports
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4. Format reports as markdown with tables and sections
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Report types you can generate:
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- Contact activity summary (interactions, emails, tasks per contact)
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- Sales pipeline overview (contacts by status, recent changes)
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- Task completion report (open vs done, overdue, by assignee)
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- Communication summary (email volume, response times)
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- Custom reports based on user request
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Use the available tools to gather data, then format a clear, structured report.
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Include relevant metrics, dates, and entity references.
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Be concise but comprehensive. Use markdown formatting.
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"""
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def create_report_agent(
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tenant_id: uuid.UUID, user_id: uuid.UUID
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) -> AgentDefinition:
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return AgentDefinition(
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tenant_id=tenant_id,
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name="Report-Agent",
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description="Generiert Berichte aus CRM-Daten",
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system_prompt=REPORT_SYSTEM_PROMPT,
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llm_model="openai/gpt-4o-mini",
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tool_ids=["call_crm_api", "hybrid_search"],
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max_steps=12,
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max_duration_seconds=180,
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budget_limit_usd=0.50,
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mode="reactive",
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is_active=True,
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temperature=0.3,
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max_tokens=3000,
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trace_mode="standard",
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created_by=user_id,
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)
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